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Oak Grove Capital LLC
gestora de activos · cartera $2.21 mil M · 341 posiciones · informe a 30.09.2026
Posiciones en Acciones informe de 30.09.2026, presentado el 09.10.2026; cambio — frente a 30.06.2026 · 108
| Empresa | Acciones | Valor | % de la cartera | Cambio Trimestral |
|---|---|---|---|---|
| Micron Technology Inc US:MU | 358 415 | $382 M | 22.76% | +93 559 |
| NVIDIA Corporation US:NVDA | 1 002 321 | $229 M | 13.65% | +162 315 |
| NEBIUS GROUP N.V. CUSIP N97284108 | 426 543 | $101 M | 6.00% | +144 595 |
| Advanced Micro Devices Inc US:AMD | 160 241 | $98.0 M | 5.84% | +46 119 |
| Eli Lilly and Company US:LLY | 39 238 | $45.4 M | 2.71% | +14 902 |
| CrowdStrike Holdings, Inc. US:CRWD | 160 888 | $42.6 M | 2.54% | +120 016 |
| Coherent Inc US:COHR | 136 413 | $39.3 M | 2.34% | +7 500 |
| BROOKFIELD RENEWABLE ENERGY CUSIP G16258108 | 1 202 100 | $33.8 M | 2.02% | +502 300 |
| Alphabet Inc. US:GOOGL | 97 936 | $33.7 M | 2.01% | +10 695 |
| Apple Inc. US:AAPL | 95 627 | $31.8 M | 1.90% | +11 249 |
| Duke Energy CORP US:DUK | 278 361 | $31.7 M | 1.89% | +65 750 |
| Vistra Corp. US:VST | 224 510 | $31.1 M | 1.85% | +25 400 |
| Brookfield Corporation US:BN | 835 459 | $30.5 M | 1.82% | +109 600 |
| Lumentum Holdings Inc. US:LITE | 28 820 | $28.0 M | 1.67% | +16 500 |
| Devon Energy Corporation US:DVN | 605 990 | $27.9 M | 1.66% | +33 300 |
| EQT Corporation US:EQT | 574 125 | $27.9 M | 1.66% | +106 400 |
| Brookfield Infrastructure Co… US:BIPC | 753 300 | $26.8 M | 1.60% | +37 300 |
| MERCK & CO INC US:MRK | 160 388 | $23.3 M | 1.39% | +1 503 |
| International Business Machi… US:IBM | 105 800 | $23.3 M | 1.39% | +1 080 |
| Roundhill Memory ETF US:DRAM · ETF | 335 950 | $20.3 M | 1.21% | +82 050 |
| Intel Corporation US:INTC | 162 250 | $19.5 M | 1.16% | +116 750 |
| Energy Transfer LP US:ET | 943 209 | $18.6 M | 1.11% | +48 500 |
| Applied Opt US:AAOI | 178 900 | $17.8 M | 1.06% | +19 750 |
| COSTCO WHOLESALE CORP /NEW US:COST | 19 363 | $17.6 M | 1.05% | −75 |
| Dominion Energy Inc US:D | 286 283 | $17.3 M | 1.03% | +200 |
| Netflix Inc US:NFLX | 236 595 | $16.5 M | 0.98% | −34 425 |
| AbbVie Inc US:ABBV | 61 750 | $16.2 M | 0.96% | +17 000 |
| SK Hynix Inc. American Depos… US:SKHY · certificado de depósito | 85 800 | $15.8 M | 0.94% | nueva |
| El Paso Energy Capital Trust… US:KMI | 439 412 | $13.2 M | 0.79% | +18 575 |
| Brookfield Renewable Corp US:BEPC | 441 300 | $12.5 M | 0.74% | −44 800 |
| Vertiv Holdings Co US:VRT | 51 469 | $12.4 M | 0.74% | +6 100 |
| Astera Labs, Inc. US:ALAB | 34 040 | $12.1 M | 0.72% | −5 010 |
| Constellation Energy Corp US:CEG | 46 550 | $11.8 M | 0.70% | +6 650 |
| Broadcom Inc. US:AVGO | 32 344 | $11.4 M | 0.68% | +31 377 |
| ServiceNow Inc US:NOW | 83 075 | $11.1 M | 0.66% | +15 025 |
| ASML HLDG NV CUSIP N07059210 | 5 810 | $10.5 M | 0.63% | +2 072 |
| Freeport-McMoran Copper & Go… US:FCX | 149 001 | $10.4 M | 0.62% | +123 843 |
| GE Vernova LLC US:GEV | 10 265 | $9.76 M | 0.58% | +7 351 |
| Sempra Energy US:SRE | 102 004 | $7.95 M | 0.47% | +2 294 |
| Williams Companies Inc US:WMB | 110 793 | $7.53 M | 0.45% | +74 293 |
| Microsoft Corporation US:MSFT | 14 406 | $7.39 M | 0.44% | +1 717 |
| Franklin International Low V… US:LVHI · ETF | 171 800 | $7.17 M | 0.43% | +52 300 |
| Meta Platforms, Inc. US:META | 9 583 | $6.95 M | 0.41% | −988 |
| Taiwan Semiconductor Manufac… US:TSM · certificado de depósito | 12 815 | $5.85 M | 0.35% | −973 |
| Lam Research Corp US:LRCX | 16 809 | $5.52 M | 0.33% | +500 |
| Newmont Goldcorp Corp US:NEM | 47 436 | $5.47 M | 0.33% | +33 300 |
| Tesla, Inc. US:TSLA | 12 909 | $4.58 M | 0.27% | −27 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 8 104 | $4.04 M | 0.24% | +850 |
| Tema ETF Trust US:NASA · ETF | 145 500 | $3.49 M | 0.21% | +500 |
| Vanguard Short-Term Treasury… US:VGSH · ETF | 56 200 | $3.23 M | 0.19% | −2 000 |
| BROOKFIELD INFRASTRUCTURE PA CUSIP G16252101 | 82 600 | $2.94 M | 0.18% | nueva |
| Palo Alto Networks Inc US:PANW | 6 950 | $2.76 M | 0.16% | nueva |
| Cheniere Energy Inc US:LNG | 8 150 | $2.19 M | 0.13% | +300 |
| Bloom Energy Corp US:BE | 7 400 | $2.05 M | 0.12% | +3 400 |
| PIMCO Enhanced Short Maturit… US:MINT · ETF | 18 384 | $1.85 M | 0.11% | — |
| JPMorgan Chase & Co. US:JPM | 5 148 | $1.70 M | 0.10% | −571 |
| PPL Corporation US:PPL | 50 300 | $1.65 M | 0.10% | +13 000 |
| Nokia Corp ADR US:NOK · certificado de depósito | 157 500 | $1.60 M | 0.10% | +105 500 |
| Northrop Grumman Corporation US:NOC | 3 024 | $1.46 M | 0.09% | — |
| Alphabet Inc. US:GOOG | 4 277 | $1.46 M | 0.09% | +226 |
| Regeneron Pharmaceuticals In… US:REGN | 1 705 | $1.29 M | 0.08% | — |
| iShares Systematic Alternati… US:IALT · ETF | 43 000 | $1.28 M | 0.08% | — |
| Synopsys Inc US:SNPS | 2 898 | $1.26 M | 0.08% | +32 |
| SPDR® Gold Shares US:GLD · ETF | 3 253 | $1.24 M | 0.07% | +3 |
| Sandisk Corp US:SNDK | 700 | $1.22 M | 0.07% | nueva |
| AMKOR TECHNOLOGY, INC. US:AMKR | 23 000 | $1.20 M | 0.07% | +3 000 |
| iShares 3-7 Year Treasury Bo… US:IEI · ETF | 10 200 | $1.16 M | 0.07% | — |
| Arm Holdings plc American De… US:ARM · certificado de depósito | 3 400 | $985 mil | 0.06% | −700 |
| VanEck Semiconductor ETF US:SMH · ETF | 1 550 | $944 mil | 0.06% | +600 |
| Kratos Defense & Security So… US:KTOS | 22 100 | $943 mil | 0.06% | +1 900 |
| RTX Corporation US:RTX | 5 025 | $933 mil | 0.06% | — |
| Vanguard Short-Term Bond Ind… US:BSV · ETF | 11 290 | $863 mil | 0.05% | — |
| Robinhood Markets, Inc. US:HOOD | 7 100 | $799 mil | 0.05% | −300 |
| Thermo Fisher Scientific Inc US:TMO | 1 172 | $791 mil | 0.05% | +10 |
| NiSource Inc US:NI | 18 600 | $725 mil | 0.04% | — |
| ZIM INTEGRATED SHIPPING SERV CUSIP M9T951109 | 24 000 | $704 mil | 0.04% | nueva |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 7 236 | $701 mil | 0.04% | — |
| Tema ETF Trust US:DISK · ETF | 17 400 | $676 mil | 0.04% | nueva |
| Amazon.com, Inc. US:AMZN | 2 600 | $648 mil | 0.04% | −1 004 |
| IREN LIMITED CUSIP Q4982L109 | 14 500 | $593 mil | 0.04% | −5 900 |
| Legg Mason Low Volatility Hi… US:LVHD · ETF | 13 791 | $571 mil | 0.03% | — |
| CITIGROUP INC US:C | 4 000 | $518 mil | 0.03% | nueva |
| RAMBUS INC US:RMBS | 4 800 | $512 mil | 0.03% | −1 000 |
| Danaher Corporation US:DHR | 2 300 | $510 mil | 0.03% | −46 |
| Applied Materials Inc US:AMAT | 932 | $477 mil | 0.03% | nueva |
| Palantir Technologies Inc. US:PLTR | 2 485 | $465 mil | 0.03% | nueva |
| Sprott Copper Miners ETF US:COPP · ETF | 11 000 | $459 mil | 0.03% | −500 |
| Nexpoint Real Estate Finance… US:NREF | 27 000 | $419 mil | 0.02% | — |
| Corning Incorporated US:GLW | 2 600 | $400 mil | 0.02% | +200 |
| iShares Flexible Income Acti… US:BINC · ETF | 7 700 | $391 mil | 0.02% | — |
| Vanguard Total Bond Market I… US:BND · ETF | 5 377 | $377 mil | 0.02% | — |
| Gilead Sciences Inc US:GILD | 2 431 | $362 mil | 0.02% | — |
| Goldman Sachs Group Inc US:GS | 400 | $360 mil | 0.02% | −300 |
| Simon Property Group Inc US:SPG | 1 700 | $341 mil | 0.02% | — |
| Lockheed Martin Corporation US:LMT | 662 | $337 mil | 0.02% | — |
| PIMCO ETF Trust - PIMCO Mult… US:PYLD · ETF | 12 000 | $305 mil | 0.02% | +2 500 |
| Cheniere Energy Partners LP US:CQP | 4 900 | $298 mil | 0.02% | — |
| Barrick Mining Corporation US:B | 6 500 | $264 mil | 0.02% | — |
| Rocket Lab USA Inc. US:RKLB | 3 600 | $251 mil | 0.01% | +500 |
| NU HLDGS LTD CUSIP G6683N103 | 19 500 | $247 mil | 0.01% | −985 |
| Vanguard Intermediate-Term T… US:VGIT · ETF | 4 000 | $227 mil | 0.01% | — |
| EATON CORP PLC CUSIP G29183103 | 472 | $203 mil | 0.01% | nueva |
| T1 Energy Inc. US:TE | 16 000 | $61.8 mil | 0.00% | — |
| Invesco QQQ Trust US:QQQ · ETF | 23 | $17.0 mil | 0.00% | nueva |
| Enbridge Inc US:ENB | 0 (era 4 050) | — | — | vendida |
| Vanguard S&P 500 Growth Inde… US:VOOG · ETF | 0 (era 2 891) | — | — | vendida |
| Vanguard S&P 500 ETF US:VOO · ETF | 0 (era 500) | — | — | vendida |
| Western Digital Corporation US:WDC | 0 (era 400) | — | — | vendida |
En las empresas de nuestra base de datos 1
| Empresa | Participación | Acciones | Fecha del Informe |
|---|---|---|---|
| SK Hynix Inc. American Depos… | 0% | 85 800 | 2026-09-30 |
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